I've found my customer...now I want to create a Lead against them. Can I do this?
Yes.
In autoplayauto.com you can send an email, create a lead, test drive or loan vehicle directly from the customer record (without having to navigate back to the Dashboard.
Once you've found your contact, click on the + button within the Action menu to create your new lead.
The customers details will be automatically captured on the lead, but you will still need to add a listing, source etc.
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I forgot to select the customer as Opted Out when I created the lead. Can I update my customer later?
You can click through to the Contact screen from your lead, or directly from the navigation menu. Once you've found your contact you can open the 'General' section and change the Status to 'Opted Out (it will likely be 'New' or 'Current').
Why can't I see all my contacts?
The Address Book defaults to show only New and Current contacts. The Address Book may contain those who have Opted Out or are undeliverable - in which case you can filter to these contacts via the expandable filter options. In addition to keep the ...
Can I create a Test Drive without first creating a lead?
No - AutoPlay does not currently offer the ability to create a Test Drive without a lead. However you can create a lead at the same time that you create the Test Drive by clicking on the 'Test Drive' button on the Dashboard. This will take you to ...
How do I create a new Lead, Test Drive or Appraisal?
Under the + menu you will see options to create Leads, Test Drives or Appraisals. All of these first go through the customer selection screen where you can search the customer database and/or scan drivers licence or business cards.
How can I load contacts into the Address Book?
If you are a manager in the Manage Contacts role you can add a contact via the address book via the + button in the Action menu. Any new contact created on a lead will automatically end up in the Address Book and if you have integration with a DMS ...